| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Focus Financial Partners Inc. | Chief Financial Officer | Class A Common Stock, $0.01 par value | 0 | $53.00 | 31 Aug 2023 | By James Shanahan 2020 Irrevocable Insurance Trust | |
| Focus Financial Partners Inc. | Chief Financial Officer | Class A Common Stock, $0.01 par value | 0 | $53.00 | 31 Aug 2023 | By James Shanahan 2020 Revocable Trust | |
| Focus Financial Partners Inc. | Chief Financial Officer | Common Units in Focus Financial Partners, LLC | 0 | $53.00 | 31 Aug 2023 | By James Shanahan 2020 Irrevocable Insurance Trust | |
| Focus Financial Partners Inc. | Chief Financial Officer | Common Units in Focus Financial Partners, LLC | 0 | $53.00 | 31 Aug 2023 | By James Shanahan 2020 Revocable Trust | |
| Focus Financial Partners Inc. | Chief Financial Officer | Incentive Units in Focus Financial Partners, LLC | 0 | $32.00 | 31 Aug 2023 | By James Shanahan 2020 Irrevocable Insurance Trust | |
| Focus Financial Partners Inc. | Chief Financial Officer | Incentive Units in Focus Financial Partners, LLC | 0 | $32.00 | 31 Aug 2023 | By James Shanahan 2020 Revocable Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000110465923097901-shanahan-james-2023-08-31 | Focus Financial Partners Inc. | 31 Aug 2023 | 25 | -$55,121,044 | 4 | Chief Financial Officer | 01 Sep 2023, 21:36 |
| /report/000110465922129544-shanahan-james-2022-12-22 | Focus Financial Partners Inc. | 22 Dec 2022 | 1 | -$52,945 | 4 | Chief Financial Officer | 22 Dec 2022, 15:31 |
| /report/000110465922127080-shanahan-james-2022-12-12 | Focus Financial Partners Inc. | 12 Dec 2022 | 2 | $0 | 4 | Chief Financial Officer | 14 Dec 2022, 18:53 |
| /report/000110465922125872-shanahan-james-2022-12-07 | Focus Financial Partners Inc. | 07 Dec 2022 | 1 | -$18,742 | 4 | Chief Financial Officer | 09 Dec 2022, 15:22 |
| /report/000110465921153592-shanahan-james-2021-12-22 | Focus Financial Partners Inc. | 22 Dec 2021 | 2 | $0 | 4 | Chief Financial Officer | 27 Dec 2021, 15:33 |
| /report/000110465921148299-shanahan-james-2021-12-07 | Focus Financial Partners Inc. | 07 Dec 2021 | 1 | -$34,701 | 4 | Chief Financial Officer | 09 Dec 2021, 20:01 |